SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.51M
3
+$2.97M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.09M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$974K

Top Sells

1
+$789K
2
+$591K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$373K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$316K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
17
-1
677
$1K ﹤0.01%
7
678
$1K ﹤0.01%
5
679
$1K ﹤0.01%
21
-1
680
$1K ﹤0.01%
88
681
$1K ﹤0.01%
26
682
$1K ﹤0.01%
1,750
683
$1K ﹤0.01%
2
684
$1K ﹤0.01%
92
685
$1K ﹤0.01%
100
686
$1K ﹤0.01%
8
-1
687
$1K ﹤0.01%
3
688
$1K ﹤0.01%
24
689
$1K ﹤0.01%
20
690
$1K ﹤0.01%
38
691
$1K ﹤0.01%
4
692
$1K ﹤0.01%
3
693
$1K ﹤0.01%
5
694
$1K ﹤0.01%
20
695
$1K ﹤0.01%
7
696
$1K ﹤0.01%
36
697
$1K ﹤0.01%
4
698
$1K ﹤0.01%
4
699
$1K ﹤0.01%
100
700
$1K ﹤0.01%
42
26 27
28
29 30